Interest Rate Expectations - Financial markets anticipate the Federal Reserve will maintain a "wait and see" approach to interest rates this summer [1] - The market expects the Federal Reserve to begin cutting borrowing costs by September [1]

Economic Outlook - Deutsche Bank predicts the Spanish economy will continue to grow faster than the Eurozone average [1] - The growth is attributed to the easing of inflation and borrowing costs [1]

Consumer discretionary is the worst sector of the year. Some of the biggest losers are retail names like Deckers, Lululemon, Ross Stores. Is the sector though prime for a rebound in the second half.Joining us now is Dana Telsey, Telsey Advisory Group CEO. Dana, good to see you. There's good to see you too.Thank you for having me. Yeah, it's good good to have you. Especially because there's such a mix of data.We were just talking about this labor report. Overall, great. the market's up, but underneath the su ...

Swiss consumer prices unexpectedly rose in June, offering respite to the central bank after a dip below zero forced it to end a period of positive borrowing costs https://t.co/8QZxoPZE2Q ...

SUZIE ALLEN: Hello, and welcome to the latest Insights Live: "Creating a fulfilling retirement." I'm Suzie Allen, Vice President of Insights from Fidelity Wealth Management. Thank you for joining us today and submitting questions. Your questions have helped shape our discussion.Now, to have a satisfying retirement, you need a strong savings and income plan. And you also need to think about your lifestyle, relationships, the emotional aspects, and more. So today, on today's panel, we have both financial prof ...

Federal Reserve Chair Jerome Powell said the central bank would have likely already moved to lower borrowing costs if it weren't for worries that tariffs would drive up inflation. https://t.co/OnyWmSUO7v ...

We are just about a week away from revealing America's top states for business for 2025 in CNBC's annual study. Once again this year, the cost of insurance factors into our rankings. Scott Kong joins us from the epicenter of a national crisis in California.Scott, good morning. Melissa, we're in Pacific Palisades. Uh uh 6,800 structures were destroyed here and 12 people died.Uh, still a great deal of destruction, but as you can see, there is some rebuilding going on and critically here in Southern California ...

Ghana’s annual inflation slowed to a more than three-year low as a stronger cedi helped curb import costs https://t.co/HinfHgz8xW ...

The ECB isn’t in a hurry to reduce borrowing costs further, Mario Centeno says https://t.co/TYdJNN3lop ...

Industry Overview - The Zacks Internet - Delivery Services industry includes companies providing services through Internet-based platforms, such as food delivery, online travel booking, and web hosting [2] - Growth-stage companies in this industry are increasing spending on R&D and sales & marketing, which may hinder short-term profitability [2] Growth Drivers - The rise in smartphone usage and improved Internet access are creating significant opportunities for the industry, with 4G and emerging 5G technology enhancing user experiences [3] - Shifting consumer preferences towards convenience and online services are expected to benefit the industry, particularly in food ordering and travel booking [4] - Technological advancements, such as smart routing algorithms and real-time GPS tracking, are improving delivery efficiency and customer experience [5] Challenges - Persistent macroeconomic uncertainties, inflation, and high interest rates pose challenges to the industry [1] - Higher upfront costs associated with market expansion may negatively impact profitability, especially as competition intensifies from major tech companies like Amazon and Alphabet [7] - The potential fallout from tariff wars could indirectly affect revenue growth and margins due to reduced spending from small businesses and startups [6] Market Performance - The Zacks Internet - Delivery Services industry has outperformed the S&P 500 and the broader Computer and Technology sector, rising 23.2% over the past year compared to 11.7% and 11% respectively [11] - The industry currently holds a Zacks Industry Rank of 55, placing it in the top 22% of approximately 250 Zacks industries, indicating solid near-term prospects [9][10] Valuation - The industry is trading at a forward 12-month price-to-sales (P/S) ratio of 1.81X, significantly lower than the S&P 500's 5.23X and the sector's 6.62X [14] Company Highlights - **Vipshop Holdings**: An online discount retailer in China, benefiting from a growing online shopping trend and a focus on high-margin apparel businesses. The Zacks Consensus Estimate for current-year earnings is $2.49 per share [19][21] - **QuinStreet**: A provider of online marketing services, well-positioned to capitalize on the shift to online business models. The Zacks Consensus Estimate for fiscal 2026 earnings is $1.05 per share [24][25] - **GoDaddy**: An Internet domain registrar and web hosting company, experiencing growth in its Applications & Commerce business. The Zacks Consensus Estimate for 2025 earnings is $5.92 per share [28][30] - **Asure Software**: A cloud computing firm focused on human capital management solutions, with a Zacks Consensus Estimate for 2025 earnings of 90 cents per share [33][34]